Planning leads to financial peace of mind.

We integrate all facets of your life in a working strategy that we will adjust if necessary. You will never receive a one-size-fits-all plan but a plan that is truly based on your needs and requirements.

We specialise in working with individuals and companies concerning their short-term, long-term insurance, investments and overall financial planning needs.

All our financial advisors and staff have one common goal – to help you to develop a balanced financial plan, enabling you to have the necessary peace of mind for the unexpected, while building for the future.

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Annual Tax Returns | Provisional Tax Returns | Tax Advice

IW Tax Advisory Services offers you a wide range of services to help you stay compliant whilst keeping your tax bill in check.

These services include:

• Annual Tax Returns – Calculations and submissions
• Provisional Tax Returns – Calculations and submissions
• Compiling of Annual Financial Statements
• Tax Advice and Structures
• Assistance with company formation and registration

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We cater for you and your family’s specific needs by providing world class investment vehicles to achieve your investment objectives. Depending on your preferences we will provide:

• Personal share portfolio
• Execution only stockbroking accounts
• Specialised Wrap Funds

The above are available both on and off-shore, and we have partnered with Credit Suisse and Bank Julius Baer to make sure that our investment reach is truly global.

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You can’t predict the future. However, you can have a strategy to manage your risk by making sure you are prepared for eventualities like death, disability, illness and dread disease. Because the reality is that they can hit your business just as hard as you.

SHORT TERM INSURANCE

As a leading short-term insurance broker we do a comprehensive risk assessment of all your personal and commercial needs. We partner with almost thirty insurance companies to provide you with tailor-made insurance products ranging from Personal and Commercial Policies, Contractor All Risk, Aviation, Transit, Farming, Wine Cellars, Body Corporate, Hospitality, Professional Indemnity and more.

LIFE INSURANCE

Protecting one’s dependents from loss as a result of death, disability, impairment or dreaded disease is the cornerstone of sound risk management and good financial planning. It is essential for those with families, businesses or other financial commitments, and inevitably, for final expenses including estate duty.

Long-term insurance must be a comprehensive risk management plan that consists of a suite of simple, flexible and dynamic benefits that cover all areas of risk.

BUSINESS INSURANCE

You have worked hard to build and grow your business and you want to make sure your family will reap the rewards if you become disabled or die before retirement.

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